Bank Credit Weekly: New Equation Is Bad News = Buy
The worse the economic news, the greater the expectation of US federal stimulus, the more the market rallies. We are now more set-up for buy-the...
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Bank Credit Compass: Asia’s November Performance and December Expectations
India-headquartered bank bonds led spread tightening over November. Ordinarily thin markets could meet concerns that economic recovery is fully...
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DBS Group Holdings – The LVB Cram Down
DBS GROUP HOLDINGS: The LVB Cram-down Raises Significant Questions Over Potential Cost For DBS, Raises Significant Concerns Over Audited Financial...
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Why Have Gold Loan NBFCs Become Low Hanging Fruit for Robbers?
The spate of robberies indicates that thieves are specifically targeting branches because they follow inadequate security protocols for the gold...
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Muthoot Finance: High Margin of Safety on Gold Loans BUT What Will Happen when Gold Prices Plummet?
Muthoot Finance, India’s largest gold finance company, has been one of the biggest beneficiaries of the rise in gold prices. But what will happen...
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